20+gb gmail box, can't use Gmail integration without a hefty cost
We just signed up six users for Zoho CRM and would like to be able to send messages from gmail to accounts in Zoho. The POP3 functionality requires that all mail is ingested into Zoho which means that we would have to buy a ton of extra space for every user. Are there alternatives such as forwarding mail or a third party application out there? We used Cirrus Insight for Salesforce to accomplish this...until today.
Sequence of Tasks
Hi, I'm using Zoho to track task/progress with each of our clients. I'm trying to automate this as much as possible but running into difficulties - I have 3 sets of tasks Stage 1, Stage 2, and Stage 3. Creating the first rule was easy - When a new account is created, assign these 5 tasks to the account and change the Stage Field to = Stage 1. I'd like to have the next rule to trigger when the 5 tasks from the prior rule are complete, and then create the Stage 2 tasks and change the Stage variable,
How do I view support requests for an account?
I've linked Zoho Support and Zoho CRM. In Support, I've added an Account field to the request. All our requests are per account. When looking at an Account in CRM, I want to see all their support requests as a list. This seems to me to be the most obvious thing most people would need from linking crm and support. How do I do this? Thanks.
Duplicate Tasks
New computer issues. OS is Win 8.1; browser is Firefox (says 28.0 under Help - About Firefox). Whenever I create a new event, it duplicates itself up to 10 times. No difference in the event, exact duplicate, 10 copies. What do I need to change.
Unable to install Outlook plugin - not a valid office Add-in error
I have just signed up and am on Enterprise trial. I also purchased the outlook mail plugin. I am using Windows 7 64 bit, and Microsoft Outlook 2010 64 bit. The plug-in was downloaded successfully, and installed correctly. No errors shown. But when I go into Outlook, I do not see the Zohocrm bar. When I go to the Add-ins, I do not see Zoho crm plug-in at all. When I click on GO for manual addition of the DLL, as mentioned in the help, I get the c:\users\vinai\appdata\roaming\zoho\zohocrm\zohocrmoladdin.dll
Events - Possibility to have more invitees
Hi, When creating an event, if i want more people invited to the event, for example several prospects. In the invitee field you have only the employes of the company. I liked to be able to add any person in that list. Thanks, Nils
Linking Zoho CRM to Yahoo business Email
I just got started with Zoho CRM. I want to send emails out of the CRM, but I would like it to link to either Zoho Mail, or use Yahoo. How do I do that?
How to insert a contact in an opportunity
In opportunities, I can't enter the contact name, and the icone to search in my contacts list is not working. Can you fix that? Thx Erwin
From to date potentials check
How to check potentials for the specified period?
Unable to access roles
I have a paid account and my user is Administrator. However, when I Click Setup > Users & Permissions there is NO "Roles" option. I had renamed the role of "CEO" to "Agent" and now it shows under my user that I have the following permissions: Agent, Administrator However, as I said above, I no longer have access to the "Roles" option. I need this to be able to change the required role to view modules in the "Reports" section. Currently, every report I try to access gives this response: Permission
Potential Close percentages
How do you change the percentages for the stages?
An error saying too many characters (more than 32000) and unable to send...I have checked this email - it does not have more than 32000 ... this is not the only email i have had problems with
I have been unable to send the following email Hello XXXX, I recently met up with XXXXXXXXXXXXXXX at a Rotary function and he recommended I forward an invitation to have a brief chat with you, about cutting the annual energy overheads of XXXXXXXXXX by as much as 50%. In a nutshell, we seek an opportunity to assist XXXXXXXXX in finding further opportunities for reducing both energy consumption and carbon footprint. What could be possible for the staff and students if as much as $100,000 were permanently erased from
Email Leads who are in a Campaign
Can I send a mass email to the Leads that are in a given Campaign?
Got a problem with vTiger CRM v6.0 with workflow
Hello, I want to adding a new product group of fields to be displayed depending on the selected category. For example: If you assign them to the product category "cars" I want to also display a group of fields "car accessories" and if I choose the category "motorcycles" I do not want to see a group of fields "car accessories" only the fields with the parameters of the motorcycle engine. (CRM vTiger v6.0 is open source) Regards
Webform<iframe> Code Option Needed
Hello, We would like to use the Zoho CRM webforms on our site for lead acquisition but our site is running on DotNetNuke and we cannot incorporate <form> elements in the page since the entire page is one giant <form> I know we could add the code to an HTML file and then call that file in an iFrame ourselves, but I am sure other users would also like this feature. Do you have plans to create an iFrame version of your webforms?
quotes
In my quotes I need to show list price (full unit price) then trade discount from list price as a percentage and then subtotal. How do I A) do this on the quote and B) get the printed quote to display this way?
serious issue. zoho crm android app not integrating with main crm
None of the info that I write in my zoho crm app from my galaxy note 3 are showing up on anything (not my laptop, not my desktop, not my company's reports) except for my mobile app. What is going on? I can see all my work that I have done from my app on my app but no one including me can see it anywhere else... And yes I have refreshed as well as deleted and reinstalled my app
Mass edit records
Is it possible to mass edit records. I need for all the records to change information of one field. Is there an easy way to do this. In Salesforce there is the possibility to export all the contacts to an excel with the internal ID of each contact. The field to change could then be modified in Excel, and than we can reimport the information, and the changed field is updated linked by the internal ID. What can be done in Zoho CRM? Thanks for your answer. Ian Wilders
Custom Field "Percentage" appears to be broken?
The custom field Percentage does not display the % sign and accepts values over a 100 (which doesnt make sense). Not sure if the second part is a bug but the first appears to be since your documentation says a % sign will appear.
Mass delete via API or CRM
So I am testing a script and as happens occasionally I made a mistake with a LOOP in the code. This error resulted in about 10,000 records being added that I wanted to delete. The problem is there is no way to do a MASS deletion of records. The mass deletion in the CRM only allows me to delete 100 records at a time (Extremely tedious). I think one of two things needs to happen, either a DELETE API that allows you to delete multiple records based on a search criteria or at last be able to feed
Custom Quote Template Design
We are looking for someone to help us create a good looking custom quote template. Anyone interested in a small project?
Show All Notes not working
Hello, After converting a Lead, then going to the Account page, the previous notes do not show. This is expected. Clicking the "Show All Notes" checkbox should display all notes made on all Contacts for the Account. But, clicking this checkbox seems to do nothing. Everyone in our office is using Google Chrome. I have not had any issues with this specifically, but my colleagues have. I have had a quick glance through the difference in the settings and can't tell anything major. Is there a plugin
Save emails to Zoho CRM from Outlook plugin
Hi, Actually, I would like to save the mails I send from MS Outlook to Zoho CRM automatically. Even though I have already set up the zoho mail settings in outlook (I have checked "Automatically add emails to Zoho CRM"), I still have to click on "add mail" in order to save the emails on the contact record. Do you know what's happening ? Thanks you very much in advance.
I can't find Roles (or Permissions?) page
Based on https://zohocrm.wiki.zoho.com/Creating-Roles.html#Create_Roles I want to create Role and set permissions for the users, But I can't find Roles page. On the Users & Permissions, I only find "Users" page. I'm using Professional Edition. Please help. Thanks
Tracking Sent Emails within Zoho CRM with Zoho Mail Add ON
Is the Zoho Mail add-on for CRM designed to track sent email messages (for example from Outlook)? I see the feature that lets you view sent email from Zoho CRM, however, what about email sent from another program, like Outlook? Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
Newbie Here
Why do leads keep getting "skipped" when I try import them for excel? Thank you in advance....
About the "Active" field
Hello, When the "Active" field is unselected in "Products" or "Price Books", whether the product or price book could be available in other modules? Thanks.
Custom function (workflow)
Helllo everyone ! Is it possible to copy the records from a module in order to paste them to another module with a workflow rule (custom function) A workflow rule with the same tasks as "convert" function in a lead module ... Thanks you very much for your help
pulling account billing into purchase order (auto fill)
how can i set up the purchase order page to pull account billing information into the billing field on the purchase order page?
Need Video Tutorials on customizing
Can anyone point me to video tutorials on customizing the look and fields in zoho?
user e-mail name is used as notification from website, can't add that e-mail as a user. Help
I am trying to add a user and Zoho keeps saying e-mail is already in use. when i search zoho the name or e-mail does not come up. this particular e-mail I think is written in the code for a website submission notification. Is there a way around not deleting that notification.
Can I pull bug data using C#?
Hello, I am new to Zoho and while experienced with C#, I have not done much REST calls. My question is, is it possible to pull data on bugs using an API and if so, are they any examples to get me started? Thank you.
Problem with Mail Merge to Microsoft Word 2007
When we try to create a mail merge template in Microsoft Word 2007 we get the following error.... See the end of this message for details on invoking just-in-time (JIT) debugging instead of this dialog box. ************** Exception Text ************** System.IO.FileNotFoundException: Could not load file or assembly 'Microsoft.Office.Interop.Word, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c' or one of its dependencies. The system cannot find the file specified. File name: 'Microsoft.Office.Interop.Word,
Trying to Create a Rule with an alert that send a template e-mail to Lead:e-mail
I an starting using the Rules of Zoho CRM and saw a video of zoho in youtube that show that we can creat an alert to send and e-mail do the lead email. But, in my CRM there is no way to choose LEad:e-mail in the alert configuration. Why is this happening? Thanks Léo Barbieri Please, take a look at the two links under - Gdrive links. Its a compar off two slide, onde from your youtube video and other off my zohocrm https://drive.google.com/file/d/0BzOCteRH6yhvN3U0d0xkZllnRjQ/edit?usp=sharing https://drive.google.com/file/d/0BzOCteRH6yhvSWhCTDdQWmpQQ0k/edit?usp=sharing
Open Potentials Report
Why are "closed won" opportunities listed in the "open potentials" report?
Sending double emails
Hi, I tested sending out emails from a template and it works, but the receiver is getting two copies, any reason why this is happening?
Effective Way to Add Shipping in Quotes
I may be missing something, but is there a way to include a Shipping Quote that totals into the overall amount of the order? Is the best option simply to create a Shipping Product, so to speak?
Default view (in "tasks") on mobile.zoho.com/crm
I am using mobile.zoho.com/crm which works nice when I'm on the road. One feature I could not find is to define the default views. For example: when I go to tasks, the default view is "all tasks" But I would prefer it to go to the custom view I have created on my laptop (in the full version of Zoho) called "My High Priority Tasks". Is there a setting somewhere so I can define this for my mobile. Thanks, Herbert
Add ID in custom links
Hello, I would really need to be able to add the ID of a lead or a contact in custom links that one can create (Setup -> Customization -> Links). I have been able to do that for a link in module Sales Orders: www.test.com?SO=${SalesOrders.SO Number} but am not able to do the same in module Leads and Contacts. Have been trying with: www.test.com?Lead=${Leads.LEADID} but I get a warning (Given field label does not exist). Could you please add LEADID and CONTACTID in the drop down menu or at least not
CRM email template - using accounts contact name.
If sending an email from a record in accounts , using a email template, is there by default object fields to call the accounts contact name and use it in the email template? I tried standard {Leads.Lead Name} and it doesn't work, only displays the code in the actual email. Thanks in advance
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